How to Track and Report Influ2 Influence in Salesforce

Last updated: April 19, 2026

Influ2's influence model measures marketing's impact by connecting ad interactions to sales outcomes—meetings booked, opportunities generated, progressed, and won. When you send this data to Salesforce, your sales and marketing teams get a clear picture of what's actually driving revenue.

What is influence?

An account or opportunity is considered influenced when at least one buying group member either:

  • Clicks an ad at least once, OR

  • Views an ad at least 15 times within 15 days before (or around) a positive sales outcome.

This model ensures marketing efforts are measurable and tied directly to pipeline and revenue growth.

How the influence model works

Influ2 looks at two time windows:

  • With outreach: If there's an outreach activity in Salesforce, Influ2 measures ad interactions from the outreach creation date through the following 30 days.

  • Without outreach: If there's no outreach activity, Influ2 uses a 15-day lookback window before the sales event (meeting, opportunity, etc.).

An event counts as influenced if a buying group member had 1+ clicks OR 15+ impressions during that window.

Keep in mind: This model isn't about attribution—it's about whether marketing had an influence moment. Multiple touchpoints might have influenced a deal, but Influ2 captures whether an ad interaction happened within the right timeframe.

Send Influ2 metrics to Salesforce

Once Influ2 identifies influenced opportunities, you can send that data to Salesforce fields so your revenue team can see it directly in the system they use every day.

Step 1: Create custom fields in Salesforce

Influ2 offers a range of influence fields to track across contacts, leads, accounts, opportunities, and tasks. Fields that are bolded are most commonly used.

Field Name

Explanation

Field Type

Influ2 Influence

Whether the opportunity was influenced

Checkbox

Influ2 Influence Label

What type of influence (Generation, Progression, Won)

Picklist

Impressions Before Opportunity

Total ad views before the opp was created

Number

Clicks Before Opportunity

Total ad clicks before the opp was created

Number

Total Impressions

Total ad views across the opportunity lifecycle

Number

Total Clicks

Total ad clicks across the opportunity lifecycle

Number

First Impression Date

Date of first ad view

Date

Last Impression Date

Date of last ad view

Date

First Click Date

Date of first ad click

Date

Last Click Date

Date of last ad click

Date

See your Influ2 account settings (Integrations > Salesforce > Metrics) for the full list.

Step 2: Share the API names with Influ2

Once you've created these fields in Salesforce, gather their API names and share them with your Influ2 Customer Success Manager or Implementation contact. They'll handle the technical configuration.

Step 3: Start using the data

Influ2 will notify you once the data flow is live. Your Salesforce opportunity records will now automatically populate with influence data.

Build Salesforce reports with influence data

Once the data is in Salesforce, you can create reports to analyze impact. Here are three common setups:

Report 1: Influenced Opportunities Generated/Progressed

  • Purpose: See how many new opportunities Influ2 influenced in a specific period, broken down by industry, region, or account type.

  • Columns: Opportunity Name, Account Name, Impressions Before Opportunity, Clicks Before Opportunity

  • Filters:

    • Influ2 Influenced = True

    • Influ2 Influence Label = Generation OR Progression

Report 2: Pipeline Impact by Influ2

  • Purpose: Evaluate the total influenced pipeline value and see which influence types drive the most revenue.

  • Columns: Opportunity Name, Opportunity Amount, Account Name, Influ2 Influenced, Influ2 Influence Label

  • Filters: Influ2 Influenced = True, Influ2 Influence Label = Generation OR Progression

  • Grouping: Group Rows by Influ2 Influence Label, Group Columns by Influ2 Influenced

Report 3: Influenced Opportunities by Month

  • Purpose: Track monthly trends to see if Influ2's impact is growing over time.

  • Columns: Opportunity Name, Opportunity Amount, Account Name, Influ2 Influenced, Created Date

  • Grouping: Group Rows by Influ2 Influenced and Created Date, Group Date by Calendar Month